Broker Check

Meet Our Team

David Barkholz

Investment Advisor Representative

(419) 410-3475

[email protected]

David joined Transamerica Financial Advisors, Inc. (TFA) in May of 2012 and worked on a part-time basis for two years while he was working in his full-time career as a school teacher and baseball coach. While he found teaching and...

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Irshad Bannister

Investment Advisor Representative

(419) 575-0229

[email protected]

Irshad began his career in the financial industry in 2008. A Toledo native, he earned his bachelor's degree from BGSU and went on to earn his MBA from The University of Findlay. With the goal of starting his own business, Irshad joined...

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Ryan Wagner

Investment Advisor Representative

(440) 567-1113

[email protected]

Ryan began his financial services career in 2009 soon after completing his engineering degree at Ohio University. With a slowly rebounding economy and his struggle to find a job upon graduation, he quickly realized that employment...
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Eric Wagner

Investment Advisor Representative

(330) 329-2799

[email protected]

Eric began his career with Transamerica Financial Advisors, Inc. after being introduced to Tyson Moore by one of his college professors. He began working out of the Toledo branch office after graduating from Bowling Green State...

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Lionel Brock

Investment Advisor Representative

(419) 509-4671

[email protected]

Lionel Brock is an astute networker who joined the Transamerica Financial Advisors, Inc. team in the fall of 2011. He has a science background and began his career by working and teaching in the medical research field. Though much of...

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David Winn

Investment Advisor Representative

(810) 241-2797

[email protected]

David's background is in information technology, manufacturing and project management. While working in his previous job in manufacturing, he realized that he was called to a career where he could impact peoples' lives on a more...
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Daniel Miller

Investment Advisor Representative

(419) 606-9868

[email protected]

Daniel began his financial services career in 2014, heading into his senior year of college at the University of Toledo. Daniel was drawn to the financial services industry by the opportunity it offered him to serve people and change...
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Tony Schrader

(419) 215-6347

[email protected]

Tony Schrader launched his career in financial services in July 2012. Tony has a background in business administration from the University of Toledo and The Ohio State University. He began part-time while transitioning from a career in...
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Pat Luther

(419) 575-7299

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Pat Luther's life is guided by his desire to help others and serving his community. His background is in masonry, owning his own business for 24 years as well as teaching masonry at PENTA Career Center for the past 17 years. Although...
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Lisa Winn

(810) 241-3562

[email protected]

Lisa began her financial services career in 2013 along with her husband David. They enjoy working together as a team helping people with their financial needs. They joined forces with Tyson Moore in January of 2014, and are excited...
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Ryan Pudlowski

(419) 304-2517

[email protected]

Ryan was born and raised in Toledo, Ohio. He attended St. Francis de Sales High School where he graduated with honors in 2000. From there he pursued a career in nursing and graduated from Mercy College with a degree in Science of...

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Rachel Barkholz

(419) 410-1433

[email protected]

Rachel graduated from Bowling Green State University with an education degree. She spent six years working as Dean of Students at a local charter school. Although there were aspects of her job she enjoyed, it lacked the total amount of...
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Alec Falkenberg

Investment Advisor Representative

419-460-2393

[email protected]

Alec began his career in financial services in January of 2017. He is a native of the Toledo, OH area and has a passion for Northwest Ohio. His goal is to make this his permanent community and serve for many years to come. He was drawn...

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